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January 29
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WHAT'S NEXT? |
Growth Pause Arrives Ahead of Schedule; Too Many Part Time Workers; 2015 Good Year for Household Growth, But It Is Over; How Good Were December Home Sales, Considering the Excellent Weather; Employment by Region Suggests it s all Government; Wealth Matters |
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January 22
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Many Questions |
Jobless claims deteriorating; Used Truck Prices Heading Downhill; Confidence Drop Doesn't Inspire; No Uptick Yet in Travel; No Clear Trend in Housing Data; Spring Housing Sales Indicators Not Strong |
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January 15
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IS IT OVER YET? |
Sentiment plunging; 4Q Discretionary Retailer Sales On Target but Slowed Throughout 4Q with December Plunge; Lower Prices Spreading; Withheld Individual Income Tax Withholding Slowing Continues; "Everyone" says Job Growth is Full Time. Not so. |
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January 8
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AS GOOD AS IT LOOKS? |
Good SAAR Employment Gains; but Average Hourly Earnings Plunge; Part-Time vs Full Debate -- We Believe ACAis Shifting the Mix; December Sales Not Good. Inconsistent With Employment Data? However You Look At It, 2015 Job Creation Slowed; Most Areas Slowing. Health Care & Construction Relativelty Strong |
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January 5
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Handout |
January 2016 Handout with Forecast Table
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